Also trades as: 0LJN.L (LSE) · $vol 0M
UNM Institutional Ownership
Unum Group
1W: -4.5%
1M: -2.1%
3M: +6.7%
YTD: +16.2%
1Y: +17.3%
3Y: +93.5%
5Y: +265.2%
$89.16
-0.96 (-1.07%)
Weekly Expected Move ±3.3%
$84
$87
$90
$93
$96
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $57.7M held by 151 funds, 107 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — UNM
816
Institutional Holders
+39 vs prior quarter
0.0%
Ownership
+0.00pp
$12B
Total Invested
120
New Positions
281
Increased
289
Reduced
53
Closed
0.55
Put/Call Ratio
Ownership Trends
Top Institutional Holders (867 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 17,994,655 | $1.6B | -237,849 | -1.3% | 8Q | SEC ↗ |
| 2 | NORGES BANK NEW | 13,256,645 | $1.2B | — | +0.0% | 1Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8,587,898 | $766M | -751,504 | -8.0% | 2Q | SEC ↗ |
| 4 | FMR LLC | 7,737,197 | $690M | +527,956 | +7.3% | 108Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 6,804,023 | $607M | -137,437 | -2.0% | 2Q | SEC ↗ |
| 6 | STATE STREET CORP | 5,069,408 | $452M | -78,017 | -1.5% | 46Q | SEC ↗ |
| 7 | DIMENSIONAL FUND ADVISORS LP | 4,137,367 | $369M | +52,985 | +1.3% | 102Q | SEC ↗ |
| 8 | MORGAN STANLEY | 3,249,453 | $290M | -85,022 | -2.5% | 60Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 3,120,361 | $278M | -203,536 | -6.1% | 92Q | SEC ↗ |
| 10 | AQR CAPITAL MANAGEMENT LLC | 2,988,552 | $266M | +1,080,525 | +56.6% | 71Q | SEC ↗ |
| 11 | LSV ASSET MANAGEMENT | 2,413,125 | $215M | -169,947 | -6.6% | 101Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC | 1,916,545 | $171M | +334,817 | +21.2% | 15Q | SEC ↗ |
| 13 | FIRST TRUST ADVISORS LP | 1,899,262 | $169M | -1,348,678 | -41.5% | 64Q | SEC ↗ |
| 14 | Qube Research & Technologies Ltd | 1,887,949 | $168M | +1,025,282 | +118.9% | 3Q | SEC ↗ |
| 15 | Nuveen, LLC | 1,762,384 | $157M | +577,788 | +48.8% | 6Q | SEC ↗ |
| 16 | TWO SIGMA INVESTMENTS, LP | 1,759,799 | $157M | +235,071 | +15.4% | 32Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 1,699,338 | $152M | -25,514 | -1.5% | 108Q | SEC ↗ |
| 18 | Woodline Partners LP | 1,665,459 | $148M | -166,484 | -9.1% | 10Q | SEC ↗ |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 1,503,280 | $134M | +871,586 | +138.0% | 15Q | SEC ↗ |
| 20 | MILLENNIUM MANAGEMENT LLC | 1,383,673 | $123M | -294,959 | -17.6% | 41Q | SEC ↗ |
| 21 | VICTORY CAPITAL MANAGEMENT INC | 1,378,987 | $123M | -267,201 | -16.2% | 46Q | SEC ↗ |
| 22 | TOMS Capital Investment Management LP NEW | 1,275,000 | $114M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 1,221,361 | $109M | -81,036 | -6.2% | 76Q | SEC ↗ |
| 24 | D. E. Shaw & Co., Inc. | 1,158,462 | $103M | +115,539 | +11.1% | 15Q | SEC ↗ |
| 25 | Sixth Street Partners Management Compa NEW | 1,132,607 | $101M | — | +0.0% | 1Q | SEC ↗ |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,132,607 | $101M | -15,976 | -1.4% | 15Q | SEC ↗ |
| 27 | UBS Group AG | 1,109,567 | $99M | +298,095 | +36.7% | 47Q | SEC ↗ |
| 28 | Balyasny Asset Management L.P. | 1,102,917 | $98M | -433,407 | -28.2% | 7Q | SEC ↗ |
| 29 | ROYAL BANK OF CANADA | 1,029,814 | $92M | -5,580 | -0.5% | 73Q | SEC ↗ |
| 30 | NORDEA INVESTMENT MANAGEMENT AB | 951,044 | $85M | -129,327 | -12.0% | 14Q | SEC ↗ |
| 31 | CANADA PENSION PLAN INVESTMENT BOARD | 940,681 | $84M | +100,581 | +12.0% | 19Q | SEC ↗ |
| 32 | VANGUARD FIDUCIARY TRUST CO | 935,478 | $83M | -14,052 | -1.5% | 2Q | SEC ↗ |
| 33 | Quantinno Capital Management LP | 876,245 | $78M | +121,910 | +16.2% | 25Q | SEC ↗ |
| 34 | JANE STREET GROUP, LLC | 866,985 | $77M | +122,232 | +16.4% | 28Q | SEC ↗ |
| 35 | Point72 Asset Management, L.P. | 863,930 | $77M | -289,922 | -25.1% | 4Q | SEC ↗ |
| 36 | Invesco Ltd. | 763,330 | $68M | -79,832 | -9.5% | 87Q | SEC ↗ |
| 37 | Zurich Insurance Group Ltd/FI | 691,751 | $62M | +126,156 | +22.3% | 3Q | SEC ↗ |
| 38 | Swedbank AB | 686,077 | $61M | +190,000 | +38.3% | 4Q | SEC ↗ |
| 39 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 650,000 | $58M | -1,350,000 | -67.5% | 8Q | SEC ↗ |
| 40 | DONALD SMITH & CO., INC. | 649,485 | $58M | -678,447 | -51.1% | 89Q | SEC ↗ |
| 41 | Jain Global LLC | 633,694 | $57M | +38,650 | +6.5% | 3Q | SEC ↗ |
| 42 | BANK OF AMERICA CORP /DE | 618,267 | $55M | +38,037 | +6.6% | 15Q | SEC ↗ |
| 43 | SEI INVESTMENTS CO | 603,779 | $54M | -4,807 | -0.8% | 15Q | SEC ↗ |
| 44 | FRANKLIN RESOURCES INC | 550,829 | $49M | +82,755 | +17.7% | 22Q | SEC ↗ |
| 45 | Freestone Grove Partners LP | 548,830 | $49M | +171,769 | +45.6% | 7Q | SEC ↗ |
| 46 | JPMORGAN CHASE & CO | 514,225 | $46M | -148,986 | -22.5% | 103Q | SEC ↗ |
| 47 | UBS AM, a distinct business unit of UB | 508,944 | $45M | -35,553 | -6.5% | 63Q | SEC ↗ |
| 48 | Ensign Peak Advisors, Inc | 496,562 | $44M | -87,673 | -15.0% | 27Q | SEC ↗ |
| 49 | GRACE & WHITE INC /NY | 487,610 | $43M | -620 | -0.1% | 108Q | SEC ↗ |
| 50 | Allspring Global Investments Holdings, | 481,871 | $43M | +35,221 | +7.9% | 19Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 13,256,645 | $1.2B |
| TOMS Capital Investment Management | 1,275,000 | $114M |
| Sixth Street Partners Management Co | 1,132,607 | $101M |
| Epoch Investment Partners, Inc. | 434,578 | $39M |
| TD Asset Management Inc | 147,385 | $13M |
| IFG Advisory, LLC | 115,618 | $10M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 114,000 | $10M |
| Jupiter Topco LLC | 100,767 | $9M |
| IEQ CAPITAL, LLC | 86,700 | $8M |
| IMC-Chicago, LLC | 85,230 | $8M |
| NOMURA HOLDINGS INC | 81,627 | $7M |
| TUDOR INVESTMENT CORP ET AL | 68,542 | $6M |
| PANAGORA ASSET MANAGEMENT INC | 66,434 | $6M |
| MIZUHO MARKETS AMERICAS LLC | 45,200 | $4M |
| ACADIAN ASSET MANAGEMENT LLC | 41,245 | $4M |
| MARSHALL WACE, LLP | 36,996 | $3M |
| Edgestream Partners, L.P. | 30,074 | $3M |
| Gotham Asset Management, LLC | 29,176 | $3M |
| PEAK FINANCIAL ADVISORS LLC | 27,247 | $2M |
| MACKENZIE FINANCIAL CORP | 20,768 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mirae Asset Global Investments Co., | 139,175 | $12M |
| Robeco Institutional Asset Manageme | 126,091 | $11M |
| VAN ECK ASSOCIATES CORP | 124,604 | $11M |
| IBEX WEALTH ADVISORS | 124,602 | $11M |
| Boston Partners | 104,424 | $9M |
| HENNESSY ADVISORS INC | 89,500 | $8M |
| CWA Asset Management Group, LLC | 84,610 | $8M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 77,928 | $7M |
| TABR Capital Management, LLC | 74,430 | $7M |
| TWINBEECH CAPITAL LP | 52,160 | $5M |
| Paradiem, LLC | 45,556 | $4M |
| Argent Trust Co | 38,333 | $3M |
| THOMPSON SIEGEL & WALMSLEY LLC | 37,450 | $3M |
| Quantbot Technologies LP | 33,064 | $3M |
| Gator Capital Management, LLC | 31,557 | $3M |
| MOORE CAPITAL MANAGEMENT, LP | 30,840 | $3M |
| Verition Fund Management LLC | 28,791 | $3M |
| FORA Capital, LLC | 28,146 | $3M |
| FJ Capital Management LLC | 26,346 | $2M |
| Sumitomo Mitsui Trust Group, Inc. | 24,491 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | +1,080,525 | +56.6% | 2,988,552 |
| Qube Research & Technologies Ltd | +1,025,282 | +118.9% | 1,887,949 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +871,586 | +138.0% | 1,503,280 |
| Nuveen, LLC | +577,788 | +48.8% | 1,762,384 |
| FMR LLC | +527,956 | +7.3% | 7,737,197 |
| GOLDMAN SACHS GROUP INC | +334,817 | +21.2% | 1,916,545 |
| Amundi | +312,999 | +1140.5% | 340,443 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | +306,543 | +41877.5% | 307,275 |
| DEUTSCHE BANK AG | +304,815 | +601.6% | 355,483 |
| UBS Group AG | +298,095 | +36.7% | 1,109,567 |
| TWO SIGMA INVESTMENTS, LP | +235,071 | +15.4% | 1,759,799 |
| Assenagon Asset Management S.A. | +195,778 | +84.5% | 427,364 |
| CAPITAL FUND MANAGEMENT S.A. | +194,704 | +379.3% | 246,034 |
| Swedbank AB | +190,000 | +38.3% | 686,077 |
| Freestone Grove Partners LP | +171,769 | +45.6% | 548,830 |
| ENVESTNET ASSET MANAGEMENT INC | +152,055 | +977.7% | 167,607 |
| Caption Management, LLC | +139,614 | +1745.2% | 147,614 |
| Connor, Clark & Lunn Investment Man | +136,871 | +1715.8% | 144,848 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +129,511 | +149.5% | 216,145 |
| Zurich Insurance Group Ltd/FI | +126,156 | +22.3% | 691,751 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ADAGE CAPITAL PARTNERS GP, L.L.C. | -1,350,000 | -67.5% | 650,000 |
| FIRST TRUST ADVISORS LP | -1,348,678 | -41.5% | 1,899,262 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -751,504 | -8.0% | 8,587,898 |
| DONALD SMITH & CO., INC. | -678,447 | -51.1% | 649,485 |
| ALGEBRIS (UK) LTD | -546,965 | -57.9% | 397,355 |
| Balyasny Asset Management L.P. | -433,407 | -28.2% | 1,102,917 |
| MILLENNIUM MANAGEMENT LLC | -294,959 | -17.6% | 1,383,673 |
| Point72 Asset Management, L.P. | -289,922 | -25.1% | 863,930 |
| VICTORY CAPITAL MANAGEMENT INC | -267,201 | -16.2% | 1,378,987 |
| Squarepoint Ops LLC | -250,622 | -49.3% | 257,658 |
| HRT FINANCIAL LP | -249,036 | -46.1% | 290,974 |
| BlackRock, Inc. | -237,849 | -1.3% | 17,994,655 |
| GEODE CAPITAL MANAGEMENT, LLC | -203,536 | -6.1% | 3,120,361 |
| Gillson Capital LP | -198,165 | -53.2% | 174,635 |
| Alyeska Investment Group, L.P. | -189,539 | -37.0% | 323,378 |
| SG Americas Securities, LLC | -170,279 | -74.5% | 58,194 |
| LSV ASSET MANAGEMENT | -169,947 | -6.6% | 2,413,125 |
| Woodline Partners LP | -166,484 | -9.1% | 1,665,459 |
| Vest Financial, LLC | -164,717 | -41.8% | 228,993 |
| JPMORGAN CHASE & CO | -148,986 | -22.5% | 514,225 |